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Author: Luc Haldimann

Bank branches have been given a new lease of life (ft. Valiant Bank case study)

Digital branches can be the answer to the growing challenge of branch closures – according to real examples achieved alongside Unblu Branch.
Customer Experience, Unblu Branch, Unblu Platform

PostNetz: Driving innovation with in-branch video consultations

In-person and digital environments are blended. To meet customer expectations, PostNetz have launched in-branch video consultations in eight test branches.
Customer service, Digital Advisory, Unblu Branch, Unblu Platform

Top 9 tips on how to improve customer experience in banking

How to improve customer experience in banking? It’s the question all banks are asking – and the answer involves every aspect of your strategy.
Customer Experience, Digital Transformation, Retail Banking

Shifting demographics: Understanding new wealth management client expectations

To ensure ongoing success, firms need to meet wealth management client expectations. But who are the new demographics and what do they care about?
Industry Trends, Wealth Management

Millennials and financial advisors: what can wealth managers learn from growing disruptive competition

Millennial’s inheritance will be the largest wealth transfer in history. Financial advisors need the right value proposition in order to engage them.
Customer Experience, Industry Trends, Wealth Management

Lessons learned from successful digital transformations

Digital transformation in banking extends the physical world, weaving together the offline interactions and conversations with digital collaboration.
Customer Experience, Digital Transformation

Beyond the buzz: what is digital transformation, really?

True digital transformation is an extension of the physical world, allowing for all the interactions and conversations we have in real life.
Customer Experience, Digital Transformation

Make 2019 the year of meaningful conversations

Each conversation is an opportunity to add value. How can you transform interactions and transactions into meaningful conversations?
Conversational Banking

Transactional Sameness or Relational and Relevant?

Customer service expectations and market forces are changing the financial services landscape. How should banks respond?
Customer Experience, Digital Transformation

How to stay ahead of customer expectations? A Compendium of insight from the Bezos stakeholder letters

Discover what Amazon founder and CEO Jeff Bezos's shareholder letters can teach us about creating a great customer experience.
Customer Experience